Take your clients from the poor house to the penthouse

6 Dec — 6 Dec 2022
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Take your clients from the poor house to the penthouse

December 6 @ 11:00 am - 12:00 pm

Padua Solution's technical team have developed a database containing the technical legislative and regulatory parameters for five hundred and seventy-five (yes 575) advice strategies. In this highly technical but interactive session, Padua Solutions Co-Founder and Co-CEO Matt Esler and Head of Technical Advice Rudy Haddad show you how to maximize the beneficial outcome of your strategy recommendations and highlight the value you create for them in the process.

Meet our guest speakers

Matthew Esler
Co-founder @PADUA Financial Group

Matthew Esler is the co-founder and Co-CEO of Padua Solutions. Matthew has over twenty (20) years of experience in the financial industry and has been at the forefront of financial advice technology for most of that time, having formerly been a co-founder and executive director of Midwinter. Matt is focused on simplifying complex strategy advice and enhancing the adviser workflow through next-generation technology. Matt has a Bachelor of Economics (University of Sydney) and a Graduate Diploma of Applied Finance and Investment (SIA).

Rudy Haddad
Head of Technical Advice @Padua

Rudy has over 23 years of experience in financial advice and product. He is currently the Head of Technical Advice at Padua Solutions, a thriving financial software and services business. Rudy oversees Padua’s technical advice capabilities for its software and has key inputs into its successful paraplanning operations. Prior to joining Padua, Rudy was a Keyperson and Responsible Manager of the Wealth Market AFSL. There, his day-to-day duties included general management, establishing licensee standards as well as adviser training and quality assurance. Rudy has also held senior positions at ING Australia, OnePath and ANZ Wealth, including heading up Technical Services and intermediated life risk sales strategy. Further, Rudy has worked on behalf of industry lobby groups to lobby the Australian government on areas impacting advice, product design, superannuation and taxation law.

Padua Solutions: By registering for this webinar presented by Padua Solutions you will be subscribed to Padua Solutions marketing communications. Please note you may opt out of these communications at any time in the future. For any questions, please contact events@afa.asn.au

CPD
To obtain CPD for AFA Webinars you must watch the full webinar presentation. Your CPD certificate will be emailed within one week of the webinar being held. Please get in touch at events@afa.asn.au should you have any questions about CPD for this webinar.

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Details

6 December 2022
11:00 am - 12:00 pm